Life Line Wealth Management LLC Portfolio Holdings

Life Line Wealth Management LLC

  • $280 Billion
  • Q3 2024

Life Line Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Value Factor with a value of $75B, Ishares Russell 1000 Val ETF with a value of $55.5B, Ishares Core S&P 500 ETF with a value of $41.2B, Ishares Russell 2000 ETF with a value of $38.9B, and Ishares Russell Mid Cap ETF with a value of $34.7B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $265B to 280B.

Life Line Wealth Management LLC is based out at Beverly Hills, CA

Below you can find more details about Life Line Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Billion
ETFs: $277 Billion
Consumer Defensive: $262 Million
Healthcare: $228 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.17B
$262 Million 0.09% of portfolio
14,197
Q4 2023 New
$3.27B
$228 Million 0.08% of portfolio
7,812
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $280 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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